In today's complex world, we could all use a little help.
I would love to be chosen as your trusted advisor. Please let me know how I can be of assistance.
More About Me
Marci has worked as a financial advisor for the past eleven years and prior to that as a manager and engineer in Fortune 200 companies since 1979. Marci's focus has been helping clients identify goals and objectives and implement plans to help achieve them. Some of her specialties are risk management and retirement income plans. She holds a Bachelor of Mechanical Engineering degree from the University of Utah. After college she served four years as an officer in the U. S. Army. She is currently a Registered Representative and Investment Advisor Representative with XXX Financial Group.
Marci is active in the Southern Kingdom Advisors organization and Fellowship Bible Church in Millcreek, Utah. She holds the professional designation of Certified Financial Planner®. She enjoys reading, shooting, and teaching Sunday school at her church.
Marci lives in Salt Lake City, Utah with her husband of 31 years, Charles. Their son, William, is a U. S. Air Force pilot. He and his wife, Joanne, live in northern California. David, their youngest son, works in supply chain management at Delta Air Lines. He and his wife, Laura, live in Sacramento, California.